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24 Jobs in Merseyside





 
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Senior Paraplanner - Chartered practice
Exchange Street is currently working with one of the region?s most highly regarded Chartered Financial Planners as they look to recruit an additional member of the technical support team. At the forefront of professional, fee-based advice for many years, this forward thinking practice regards the technical team as key to their ongoing success and believes the role goes far beyond the traditional paraplanning function. Working with high value clients, the role holder will work alongside advisers on fact finding and case analysis, use bespoke tools for lifetime cash flow modelling, prepare detailed reports and presentations, undertake specific research projects and maintain regular client contact assisting them with any queries. The firm is a highly supportive of an employee?s ongoing personal development and will offer incentives for completion of advanced qualifications. Given the status of the role and the level of service provided, applicants must have achieved at least Diploma level while Chartered status or a commitment to achieving this will be viewed favourably. In addition a strong academic background is essential with advanced studies in maths of particular interest. To show their commitment to acquiring the best talent available, our client is prepared to offer an attractive salary, pension and the chance to share in the firm?s success with a generous annual profit related bonus. For further information and a confidential discussion about this position, please contact us on 0161 973 6900 or e-mail recruit@exchange-street.co.uk. More opportunities can also be found by visiting our website www.exchange-street.co.uk.

Mon, 29 Sep 2014 10:43:03 GMT



Sales Support Administrator
Exchange Street is currently working with one of the UKs leading practices as they look to recruit an experienced Administrator for their Liverpool based Office. A provider of financial planning, this expanding firm has identified a requirement for an experienced individual to join the team with a remit to provide technical and professional support to both the Partners and Advisors. Successful applicants will have experience of new business processing, obtaining valuations and illustrations and liaising with clients and third parties within the financial planning market. Those with relevant qualifications will be viewed favourably. In addition, applicants should be highly numerate and have strong commercial awareness within this market. The role offers an attractive salary and benefits package along with the opportunity to work within a forward thinking organisation that truly values their employees, offering both personal development and long term career prospects. For further information regarding this vacancy or a confidential discussion about the other high profile roles in the region, please contact Leanne Fairhurst on 0161 973 6900 or e-mail us at recruit@exchange-street.co.uk. More opportunities can also be found by visiting our website www.exchange-street.co.uk.

Thu, 25 Sep 2014 15:09:32 GMT



Trainee Paraplanner
Exchange Street is currently working with one of the UKs leading practices as they look to recruit a Trainee Paraplanner for their Liverpool based Office. A provider of financial planning, this expanding firm has identified a requirement for an experienced individual to join the team with a remit to provide technical and professional support to both the Partners and Advisors. Successful applicants will have demonstrable experience of analysis/ research and the preparation of client proposals within the financial planning market and be working towards gaining their Diploma. In addition, applicants should be highly numerate and have strong commercial awareness within this market. The role offers an attractive salary and benefits package along with the opportunity to work within a forward thinking organisation that truly values their employees, offering both personal development and long term career prospects. For further information regarding this vacancy or a confidential discussion about the other high profile roles in the region, please contact Leanne Fairhurst on 0161 973 6900 or e-mail us at recruit@exchange-street.co.uk. More opportunities can also be found by visiting our website www.exchange-street.co.uk.

Thu, 25 Sep 2014 15:09:04 GMT



Tax Staff Accountant Large Public REIT , Orange County
Added 20 Sep 2014 by DYH Recruiting

Fri, 19 Sep 2014 22:00:00 GMT



Senior International Tax Analyst , Westchester County
Added 03 Sep 2014 by The Execu|Search Group

Tue, 02 Sep 2014 22:00:00 GMT




Interim Tax Advisor , Brighton
Added 29 Aug 2014 by Brewer Morris

Thu, 28 Aug 2014 22:00:00 GMT



EU VAT Technical Manager, Brighton , Brighton
Added 28 Aug 2014 by Creative Tax Recruitment

Wed, 27 Aug 2014 22:00:00 GMT



EU VAT Senior Consultant, Brighton , Brighton
Added 28 Aug 2014 by Creative Tax Recruitment

Wed, 27 Aug 2014 22:00:00 GMT


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